Latest Institutional Transactions on Ishares S&P 500 Growth ETF (IVW)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
62New |
$5.26K - $6.02K
|
62
$6.37K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-94.3K- 10.44% |
$8M - $9.16M
|
809K
$83.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.5K- 33.44% |
$127K - $146K
|
2.99K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.32K- 5.28% |
$536K - $614K
|
113K
$11.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
112+ 2.67% |
$9.49K - $10.9K
|
4.31K
$442K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.67K- 4.66% |
$481K - $551K
|
116K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-28.7K- 9.57% |
$2.44M - $2.79M
|
272K
$27.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.06K- 24.59% |
$259K - $297K
|
9.38K
$964K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
82+ 0.86% |
$6.95K - $7.96K
|
9.66K
$993K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-32- 0.16% |
$2.71K - $3.11K
|
20.4K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-87- 1.19% |
$7.37K - $8.45K
|
7.23K
$743K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
500+ 0.75% |
$42.4K - $48.6K
|
66.8K
$6.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
652+ 3.22% |
$55.3K - $63.3K
|
20.9K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-540- 1.39% |
$45.8K - $52.5K
|
38.2K
$3.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.3K+ 128.63% |
$280K - $320K
|
5.86K
$602K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.33K+ 147.44% |
$536K - $614K
|
10.6K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.75K+ 12.09% |
$657K - $753K
|
71.8K
$7.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-438- 3.88% |
$37.1K - $42.5K
|
10.9K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
5.71K
$587K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.21K- 5.21% |
$356K - $408K
|
76.5K
$7.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-671- 29.11% |
$56.9K - $65.2K
|
1.63K
$168K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
21K+ 23.64% |
$1.78M - $2.04M
|
110K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 0.33% |
$99.8K - $114K
|
360K
$37M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.17K- 17.17% |
$269K - $308K
|
15.3K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-375- 1.04% |
$31.8K - $36.4K
|
35.6K
$3.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-2.74K- 4.37% |
$232K - $266K
|
59.9K
$6.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.06K+ 4.66% |
$174K - $200K
|
46.2K
$4.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.39K- 1.9% |
$118K - $135K
|
71.9K
$7.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
916+ 3.03% |
$77.6K - $89K
|
31.1K
$3.2M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
112K+ 66.05% |
$9.49M - $10.9M
|
281K
$28.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.1K- 35.4% |
$178K - $204K
|
3.83K
$394K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
587+ 18.65% |
$49.8K - $57K
|
3.73K
$384K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-426- 55.91% |
$36.1K - $41.4K
|
336
$34.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16.9K+ 96.65% |
$1.43M - $1.64M
|
34.3K
$3.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 1.67% |
$164K - $188K
|
114K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-846- 2.67% |
$71.7K - $82.2K
|
30.8K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-37- 0.57% |
$3.14K - $3.59K
|
6.5K
$667K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.33K+ 26.98% |
$197K - $226K
|
10.9K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-176- 0.39% |
$14.9K - $17.1K
|
44.7K
$4.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3- 0.09% |
$254 - $291
|
3.27K
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-603- 1.82% |
$51.1K - $58.6K
|
32.5K
$3.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-23.2K- 8.92% |
$1.97M - $2.25M
|
237K
$24.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 5.22% |
$91.6K - $105K
|
19.6K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.34K- 17.0% |
$113K - $130K
|
6.53K
$671K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.23K+ 6.23% |
$274K - $313K
|
55.1K
$5.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$84.8 - $97.1
|
882
$90.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8K- 2.25% |
$678K - $777K
|
347K
$35.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
149New |
$12.6K - $14.5K
|
149
$15.3K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-715- 8.03% |
$60.6K - $69.4K
|
8.19K
$842K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.25K- 10.24% |
$106K - $121K
|
10.9K
$1.12M
|